Chris Daniels APFS, CertCII (MP&ER)
Advice Proposition Manager | Chartered Financial Planner
Following his completion of a BSc in Accounting at Cardiff University, Chris went on to work for Lloyds Banking Group where he remained for just under six years. During this time, he completed his Level 4 Diploma in Financial Advice independently with the LIBF.
Once qualified, Chris made the decision to look for a paraplanning role and joined the Niche team. Chris has since attained the CII’s Advanced Diploma in Financial Planning and is a Chartered Financial Planner.
As our Advice Proposition Manager, Chris oversees the management and delivery of our financial advice, helping us to implement our principles and proposition consistently across the business.
Chris is a proud husband to Samantha, and father of his son Harry and stepson Oscar, with whom he spends the remainder of his free time.
Qualifications
BSc Accounting
CII Advanced Diploma in Financial Planning
CII Diploma in Financial Planning
LIBF Diploma for Financial Advisers (DipFA)
Certificate in Financial Services (General Route)
Award in Financial Administration
Certificate in Mortgage Advice
Certificate in Equity Release
